• Partner with Finance and Revenue teams to support revenue tracking, forecasting, and analysis • Ensure contracting process aligns revenue, billing and collections expectations • Build and maintain a Vendor Spend Model, incorporating both actuals and forward-looking FP&A assumptions • Own and maintain an Allocated P&L, ensuring costs and revenue are appropriately categorized and understood • Lead COGS Analysis to improve understanding of unit economics and margin performance • Support ad hoc financial analysis for leadership, finance, and cross functional partners • Maintain regular "eyes on" product and business performance, identifying trends, risks, and opportunities early • Translate financial data into clear insights that help teams understand what's working, what's not and why. • Validate that all CRM customers (Salesforce) and contracts are billed (Campfire) accurately and completely • Ensure reported MRR aligns with P&L and expected revenue performance • Bill Pay + Corporate Card system (Ramp) to Accounting (Campfire)

• Plan, design, develop, and launch efficient information and operations systems in support of core organizational functions for clients • Conduct analysis of client business processes and functional requirements • Prepares appropriate documentation to communicate and validate information • Analyze data, evaluate existing application products, and recommend efficient, cost-effective solutions that support client business processes • Document functional requirements, workflow, and system specifications • Ensure projects are completed at or ahead of schedule, costs are managed to budget, and customer expectations are exceeded • Work with clients throughout system testing and product acceptance phases to ensure quality and customer satisfaction • Manage and support relationships and install products for existing clients • Support sales team with business opportunities by assisting with estimate and proposal generation, performing demos, and responding to customer Pre-sales requests as needed • Complete required training and development regarding product versions, updates, and changes within the assigned time frame

• Design and implement portfolio-level and loan-level analytical frameworks, including: • Static pool and vintage analysis • Delinquency and roll-rate migration analysis • Loss timing, loss curves, severity, and recovery analysis • Prepayment, extension, and modification behavior analysis • Define, standardize, and document analytical credit metrics for manufactured housing chattel loans. • Segment portfolios by risk characteristics and identify key drivers of performance and deterioration. • Develop early-warning indicators and monitoring frameworks to support proactive credit and servicing decisions. • Construct analysis-ready datasets and derived structures (cohorts, states, transitions, flags) to support portfolio and credit analysis. • Build loan-level, payment-level, and event-level analytical models for diagnostics and decision support. • Develop and maintain analytical logic to reshape, normalize, and enrich loan-level data for longitudinal analysis across time and performance states. • Conduct hypothesis-driven analysis to explain observed performance, test competing explanations, and inform concrete credit, servicing, or portfolio decisions. • Design methodologies where none exist and refine them as understanding improves. • Evaluate data completeness, consistency, and reasonableness from an analytical perspective. • Identify edge cases, definitional ambiguities, and structural limitations that impact analysis. • Develop defensible analytical treatments and clearly document assumptions, limitations, and trade-offs. • Implement validation checks, reconciliations, and reasonableness testing within analytical work. • Produce clear, decision-oriented analytical outputs for senior management, credit stakeholders, and external counterparties. • Support investor, diligence, and risk discussions with rigorous, well-documented analysis. • Translate complex analytical results into concise, intelligible conclusions for non-technical audiences. • Independently determine analytical approaches and methodologies. • Prioritize work based on risk, materiality, and decision impact. • Clearly communicate uncertainty, confidence levels, and analytical trade-offs. • Operate effectively with minimal direction in an evolving environment.

• Evaluate strategic opportunities through market research, financial analysis, and structured diligence • Support executive decision-making across fundraising, strategic initiatives, and M&A • Build financial models, analyses, and presentations for the CEO and investors • Manage multiple concurrent workstreams with strong prioritization and follow-through